At Wealth Management Solutions, we help clients manage their financial affairs with purpose and many of them look to their interest in cars, planes, motorcycles, and artwork as an extension of their wealth and purpose. However, a stable of cars does not make a...

Newport Beach, CA, is a wonderful place to live and work. I get to enjoy the California sunshine all year round and be a stone’s throw away from the Pacific Ocean. Here there are shops, sights, and especially casual dining restaurants to enjoy. In my opinion, here are...

Brian Dobbis, QKA, QPA, QPFC, TGPCDirector, Retirement Solutions, Lord Abbett Naming beneficiaries on each retirement account can help ensure that the intended heirs receive the proceeds in a timely and tax-efficient manner.An often overlooked retirement-planning...

You’ve worked hard for decades—diligently squirrelling away savings year after year—and you’ve finally made it. Time to retire. Now all there’s left to do is relax and enjoy the fruits of your labor. Right? Not so fast. You’re not out of the woods yet. Unfortunately,...

There is no other place like Newport Beach, and I am so fortunate to call this city my home. Newport Beach is a three-mile peninsula that is home to one of the world’s best bodysurfing sites (also known as “The Wedge”), the bustling Newport Pier, and the popular...

Do you have goals? You likely do. Whether it’s to reach a certain level in your career, maintain a certain weight, or accumulate wealth, most people have goals even if they haven’t thought them out clearly or even labeled them as goals. However, not doing so can be a...

At Wealth Management Solutions, we believe that to manage your wealth successfully, you should approach it with the same care and intentionality as you would a business. With a business, you don’t just chase profits, you take the time to protect your assets. When it...

Do you know how to take advantage of your spouse’s Social Security benefits if they were to pass away? If not, this article is for you. The rules around collecting Social Security benefits for a surviving spouse are complicated. And to make matters worse, laws are...

As we discussed last month, there is a big difference between working with an independent financial services firm and a captive agent. The captive agent is limited in the advice that can be given and the products they offer, while the independent advisor can recommend...

This past holiday season, did you take the time to sit down and watch the Christmas classic Miracle on 34th Street? One scene in this movie was absolutely revolutionary. In this scene, Kris Kringle is working as a department-store Santa Claus and he tells a mother to...